Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Charitable Giving
  • Investment Management

Education

  • B.S, Economics & Marketing, Whitman school of Management, Syracuse, NY

Previous experience

  • Public Affairs Council - Executive Sponsor, Wells Fargo, Greenville, South Carolina, 2022-2025
  • Executive Director - Branch manager, Wells Fargo Advisors, Greenville, South Carolina, 2022-2025
  • Lead Business Growth Strategy Consultant, Wells Fargo Advisors, Greenville, South Carolina, 2014-2022
  • Director - FA Onboarding & Asset Capture Strategy, Wells Fargo Advisors, Charlotte, North Carolina, 2011-2014
  • Director - Practice Management, Wachovia Corp, Greater St. Louis Area, Missouri, 2007-2011

Community participation

Advisory Board Members of Education First / ONTO Cycling, Feb 2022 - Present

Founder - Bicycle Film Festival, it is a charity event supporting the local community, Jan 2020 - Present

Advisory Board Member - The Village Wrench, Mill community Ministries, Jan 2021 - Jan 2022

Interests

Co- Founder - Greenville Cycling Classic, Jan 2024 - Present